Insurance Client Coordinator

Compeer Financial Aca • Mankato, MN

265d • $41,300 - $58,700 • Remote

About The Position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

Requirements

• High School Diploma or equivalent required; Associate's Degree in business administration, finance, economics, agriculture or other related field preferred.
• Must have a valid crop insurance license or obtain one within three months from the time of hire.
• Minimum of 1 year of experience in insurance or Ag related field.
• Proficient in a minimum of 2 AIP systems.
• Basic agricultural knowledge.
• General knowledge of crop insurance programs and information.
• Strong listening, written and verbal communication skills.
• High degree of accuracy, attention to detail, organizational and time management skills.
• Strong computer skills, including MS Office applications and CRM programs.
• Ability to work independently and collaboratively with other teams.
• Strong client service skills.
• Ability to meet strict non-negotiable deadlines.
• Valid driver's license.

Responsibilities

• Assist in supporting the servicing, processing and sales support for insurance products.
• Enter information accurately into the AIP systems (applications, endorsements, acreage reports and production reports) prior to each deadline.
• Provide pre-keyed source documents to sales team prior to client approval.
• Provide resulting documents for review and distribution to client.
• Index documents as they come into OnBase, claims inbox.
• Enter data into Salesforce as necessary.
• Enter claims into Approved Insurance Provider system.
• Assist clients and sales team with gathering and completion of required documents for insurance coverage.
• Assist the Crop Insurance Sales Team with questions regarding policies via phone, email and jabber.
• Review documents submitted from agents for accuracy and quality control ensuring compliance.
• Ensure the client file is up-to date and accurate.
• Assist Crop Insurance Sales Team with internal processes, procedures, and projects.
• Use Service Now to facilitate Crop Insurance Sales Team questions.
• Prepare and deliver documents for crop insurance sales team to grow the business.
• Print and highlight insurance documents to assist sales team with client mailings.
• Assist other departments as needed to meet the needs of the organization.
• Scan completed crop insurance documents into document management system.
• Maintain a comprehensive understanding of crop insurance products and related regulations.
• Remain current on product details and program changes.

Benefits

• Hybrid model - up to 50% work from home.
• Flexible schedules including ample flexibility in the summer months.
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match).
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP.
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off.
• Learning and development programs.
• Mentorship programs.
• Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.).
• Professional membership/certification reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Real Estate
• Education Level: High school or GED